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Dina is responsible for providing sales support to our Advisors and manages the administrative duties of the Investment Center. She reviews and processes new account applications and related documents; and creates and maintains customer information and accounts. Dina also serves as a client management liaison to resolve processing issues and fulfill questions.
She has over 10 years of administrative and insurance sales and service experience. She has held a license for property and casualty insurance in WI & MI since August, 2014.
Dina enjoys spending quality time with her husband, three daughters, and dog Jake. You’ll often find them spending time at their family land.
Credentials
- Series 7 Securities Registration (held with Cambridge)
- Series 66 Securities Registration (held with Cambridge)
- Licensed for insurance in Michigan and Wisconsin
If you would like any further information about these topics, or other areas of investing, please don’t hesitate to contact an investment representative.